Sales Development Agent-Remote

Job Description

Join Giddings Insurance Agency, Inc. as a fully remote Sales Development Agent and help us protect what matters most to our clients without ever stepping into an office. We are headquartered in Murrieta, California, but your desk can be anywhere. In this role, you'll support our sales operation by connecting with prospects, engaging existing clients, and helping match people with the right insurance solutions.

You'll be a key part of our team, even from a distance. If you're motivated, comfortable on the phone, and enjoy helping people make smart decisions, this is a strong fit. We offer a supportive, team-oriented environment, clear expectations, and room to grow. You'll have the flexibility of working remotely while contributing directly to the agency's growth and our clients' peace of mind.

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Work from Home
• Mon-Fri Schedule
• Career Growth Opportunities
• Paid Holidays
• 401k Match
• Paid Sick Days

• Proactively contact warm leads, referrals, and existing clients by phone, text, and email to quote our core Wheels, Walls, Wealth products (Auto, Home, Umbrella, Life, and related lines).
• Run a structured fact‑finding conversation with every prospect to understand their vehicles, home, family, income, and risk exposure then document everything cleanly in our systems.
• Present clear, protection‑focused coverage options (not just the cheapest price), explain the trade‑offs in plain language, and recommend a game plan that actually protects the clients' lifestyle.
• Identify and close cross‑sell opportunities on every interaction adding umbrellas, additional autos, toys, life insurance, and other supporting policies to strengthen each household's overall protection.
• Support agency initiatives around coverage reviews and renewals by scheduling and conducting policy review calls that lead to better coverage and increased premium per household.
• Follow our proven call cadences, workflows, and scripts in eAgent/Lead Manager, keeping notes, tasks, and follow‑ups tight and current so no good lead slips through the cracks.
• Partner closely with our Life/Retirement specialist and service team to ensure clean hand‑offs, fast follow‑through, and a consistent “we’ve got you covered” experience for every client.
• Stay sharp on carrier guidelines, underwriting, and product updates especially in the California market so the advice you give is accurate, compliant, and confident.
• Participate in ongoing training, role‑plays, and coaching to refine your sales process, objection handling, and closing skills.
• Consistently hit or beat daily activity targets (calls, quotes, follow‑ups) and monthly production goals (issued policies, multi‑line %, close rate) set by Giddings Insurance Agency, Inc.

• Licensing:
  An active California Property & Casualty License is highly desirable.
• 2‑Years Allstate Experience Preferred
• Communication
  
  Skills:
  
  Excellent verbal and written communication skills are essential.
• Customer‑Centric: A strong commitment to understanding and meeting client needs.
• Remote Work
  
  Skills:
  
  Ability to work independently and efficiently in a fully remote environment.
• Team
  
  Collaboration:
  
  Capable of fostering a positive remote working team environment.
• Technology:
  Proficient with online communication platforms and CRM systems.

At Giddings Insurance Agency, Inc., we believe that securing your future should be an exciting journey, not a daunting task. Our passionate team thrives on providing personalized insurance solutions tailored to your unique needs. With a vibrant culture rooted in community and collaboration, we empower our employees to shine while ensuring exceptional service for our clients. Join us in making a difference, one policy at a time, and be part of a dynamic team that celebrates innovation and adaptability in the ever‑evolving insurance landscape!

Entry level

Full‑time

Sales and Business Development

Insurance Agencies and Brokerages